johnnyq
9e55d52432
Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed
2026-10-14 22:49:05 -04:00
johnnyq
57b8ced839
Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
johnnyq
a33f98ffa5
Licenses: rebuilt the license list with Renewing soon, Expired, Over seats and No seats assigned tabs, a seat bar (used against bought, red when over) and colour-coded renewal on each row, license type and renewal filters, optional key, purchase and order reference columns, search by vendor, order reference and individual keys, and bulk Renew, Archive, Restore and Delete; new license page (license.php) with renewal and over-seats status in the header, License and Vendor cards (key, order ref, purchase date, vendor account number, phone, email, website, hours, SLA, all copyable), notes that save on blur, and tabs for Seats (each device and user with the key they were given), Keys, Credentials, Documents, Files and History from the audit log; new license quick look used everywhere a license is shown; New and Edit share one tabbed form (Details, License, Seats, Notes) with device and user pickers, a live seat counter, renewal shortcuts and a template picker that replaces the separate Create from Template modal; Renew modal for one license or a bulk selection that moves the renewal date by a term or to a set date, previews the new date for each license and records a new order reference; Manage Seats modal; individual keys pasted one per line and handed out to devices and users, which gives them a seat, with the key returned to the pool when they come off the license; Renewal Ticket opens New Ticket with the subject and details filled in; New Document and Upload from a license link the result to it; devices, users, credentials and files now link to licenses through the shared link modal, which shows the seats left on each license and offers every license type, not just Device; the asset and contact pages and quick looks list licenses with their seats, renewal and the key to install, and get New License; the client overview gets a Licenses over seats card under Needs attention, starred licenses under Favorites and renewals that open the license page; global search finds licenses by name, vendor, order reference or key; the vendor quick look lists that vendor's licenses; the dashboard card opens the Renewing tab; the export gains seats used, individual keys, vendor, order reference and client columns; admin license templates share the license type list and show type icons. Uses the existing software_keys, key assignment, software_credentials and software_files tables. Fixes editing a Subscription or Open Source license clearing its license type, archiving a license removing all of its seats (seats are now kept, matching the API), license forms and seat handlers accepting another client's assets, contacts or vendor, a 500 on duplicate seat links and on forms missing fields, and an extra query per row in the export; license deletes now respect the destructive deletes setting. No DB change
2026-10-14 21:31:30 -04:00
johnnyq
6ff9dbe9a4
Files and documents everywhere else: asset and contact quick looks list their documents and files with the same tiles and rows as the document page, files opening their quick look instead of a raw download; client overview share links show document and file tiles and open the document page or file quick look; service quick look shows linked documents as tiles and leaves out archived ones, service add and edit document pickers carry an icon and summary; global search shows file and document type tiles in the palette and on the results page, and a file result opens its folder narrowed to that file; quote attachments show their tile and size, open the file quick look and download through file.php instead of linking straight into the uploads folder; ticket attachments show their file type tile; client portal documents list shows the document tile, folder and summary with the last updated date; removed unused modals/asset/asset_documents.php
2026-10-14 20:47:30 -04:00
johnnyq
1a613eab7b
Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js
2026-10-14 20:35:41 -04:00
johnnyq
234afd25fb
Contacts overhaul: rebuilt contacts list with role tabs and counts, avatars, flag pills, hover copy on phone/mobile/email, inline location picker, linked asset/credential/license/ticket chips and tag filter; contact page rebuilt to match the asset page with header actions, Reach/Details/Quick notes cards and tabbed Assets, Credentials, Tickets, Recurring, Licenses, Documents, Files, Services and Notes; add and edit contact share one tabbed form (Details, Roles, Access, Notes) with field icons, role switches, password generator, duplicate email check and photo removal; contact quick look redone to match the asset quick look; contact avatars now used everywhere a contact appears - contact pickers, ticket header, contact card, client replies, ticket list, kanban, assets, clients list, client header, overview key contacts, credentials, documents, services, invoice/quote/statement recipients, license users and global search - with each contact keeping the same colour throughout; ticket contact pickers show the name with title and role underneath; fixes: permission checks on the add contact modal and contact page/list actions, contact location limited to the contact's own client on add/edit/bulk assign, contacts list no longer selects user account columns, archived assets and credentials left off the contact page and quick look, saving a contact with the client portal disabled no longer clears their portal login method, replacing a photo no longer tries to delete a directory, sort column whitelisted, list counts and tags batched instead of per row, recurring ticket menu markup, undefined index notices, contacts list no longer scrolls sideways on phones, Edit Service shows avatars on unselected contacts and assets, license user labels toggle their checkbox; new functions/contact.php helpers (contactAvatar, contactLink, contactFlagPills, contactPhoneLink, contactAvatarData, contactOptionDescription), shared contact_form.php, contact_location quick pick, removed unused assetContactAvatar and clientOverviewPersonInitials
2026-10-14 18:33:18 -04:00
johnnyq
fb084ae504
Assets: change status, location and assigned contact in place on the assets list, the asset page and the quick look, using the same quick pickers as tickets (location and contact only offer the asset's own client's); Add/Edit/Copy form split into tabs (Details, Assignment, Network, Purchase, Login or History, Notes) that jumps to a required field left empty on another tab; Printers tab on the assets list with New Printer and a Printers export filter; asset quick look rebuilt as a compact asset page: header with type icon and status, IP/MAC/serial with copy, warranty, location, contact and rack on a few lines, connect buttons, counted tabs showing only what has something in them and reopening on the last one used, open tickets first with a link to the rest, Open asset in the footer. Fixes bulk assign contact/location changing assets of a different client, quick look notes saving the underlying page's asset notes over the connected asset's, and a query per license on the quick look. No DB change
2026-10-14 17:15:17 -04:00
johnnyq
2bd66cfcbb
Assets makeover: list with type icons, coloured status pills, OS icons, copy buttons on serial and IP, connect chips by scheme (Web/SSH/RDP), expiring and expired warranty flags, rack position, type tabs with counts, tag search and more sortable columns; asset page with a header (photo, status, tags, connect buttons, New / Link / Edit / Copy / Archive), Network / Hardware / Where & who / Quick notes cards, vendor and physical location shown, and related records in counted tabs that remember the last one; one sectioned Add/Edit/Copy form with a DHCP toggle, photo removal and a History tab; quick look gets the status pill, copy buttons and warranty in words. Fixes OS/firmware and purchase/warranty fields wiped on edit for some asset types, location/contact/vendor/network picks now limited to the asset's own client, credential audit entry missing the asset name, warning when replacing a missing photo, add form script broken with no OS values, recurring ticket menu markup, dead Files view toggle, per-row and per-license queries, error on unknown sort column, quick-look Credentials tab shown without permission, ticket queries trimmed to the columns used, edit/delete actions gated consistently. Adds functions/asset.php. No DB change
2026-10-14 16:29:07 -04:00
johnnyq
2d6e40bcf6
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
johnnyq
40ca4a6e6c
Add optional agent user limit set in config.php ($config_agent_user_limit, unset or 0 = unlimited): blocks adding, activating or restoring agent users once the limit is reached, and shows X of Y agent users on the Users page with New User disabled at the limit
2026-10-13 15:34:10 -04:00
johnnyq
ec205ca633
Agent picker for project managers and recurring tickets: pick the manager on the project page and projects list, and the agent on recurring tickets, inline like ticket assignees
2026-10-13 13:56:47 -04:00
johnnyq
67e511a914
Tags everywhere: the same tag pills on every list and detail page, and an inline tag picker that saves as you tick (single records and bulk, with make-a-tag for admins) in place of the Assign Tags modals
2026-10-13 13:22:58 -04:00
johnnyq
69484a8a2e
Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options
2026-10-13 12:41:29 -04:00
johnnyq
81062aea0e
Client overview redesign with technical and financial sections; client header on all client pages gets initials, industry, tags, open tickets and balance due, and an expandable panel matching the overview
2026-10-10 15:51:07 -04:00
johnnyq
362a6dcfd2
Client side nav: coloured initials and client name under an All clients link, aligned with the menu, click to switch clients
2026-10-10 13:49:47 -04:00
johnnyq
3e36185198
Rebuild dashboard: needs-attention rail, your day (tickets, schedule, time, team workload), finance with cash flow forecast, receivables aging and top clients
2026-10-09 16:55:07 -04:00
johnnyq
bab3d73c86
Rebuild notifications: bell panel and full page
...
- Bell opens a dropdown panel instead of a modal: Unread/All tabs, grouped
by day, type icons, relative times, click-through marks read, per-row
read/unread, mark all as read
- Unread badge refreshes every minute while the tab is visible
- Notifications page rebuilt on the same backend: search, type filter,
date range, read/unread toggles, proper empty states
- Hide notifications for clients/modules the user cannot access
- Normalise relative notification links so they work from /admin pages
- Remove the old notifications modal and dismiss handlers
2026-10-09 15:52:40 -04:00
johnnyq
f7e5655e05
Rebuild global search as a live search palette
...
- Press / or Ctrl+K (or click the top bar box) for results as you type,
grouped by type, with keyboard navigation and recent clients when empty
- Ticket/invoice/quote numbers jump to the top; Enter opens immediately
- Phone, IP (any interface) and MAC matching; app pages offered by name
- Full results page rebuilt on the same search: totals, links into each
list page, ticket conversation and document text matches
- Passwords no longer rendered into the results page; reveal/copy go
through the audited endpoint
- Fix stray }); breaking inline scripts on asset and contact pages
2026-10-08 17:40:46 -04:00
johnnyq
1666305a1c
UI: User Avatar pills for Assigned tickets, updated Icons for Ticket Mine and Unusassigned tickets
2026-09-29 18:02:05 -04:00
johnnyq
e7015d1595
Fix undefined item name when selecting from product list in quote or recurring invoice
2026-09-03 18:35:46 -04:00
johnnyq
a0fe18fff1
Fix Tax Summary double counting tax on partially paid invoices
2026-09-03 13:12:31 -04:00
johnnyq
bcdfab996c
Fix approval Syntax
2026-08-31 17:52:44 -04:00
johnnyq
bd7f67aa5b
Enhancement: Files: Document and Files are easily distinguashable now with the option to choose all docs or just files. Thumbnails view now shows all files, Previews now available for documents, pdfs, txts etc, List view and Thumbnail view now retain in search param when navigating folders
2026-08-28 17:33:04 -04:00
johnnyq
86ba041cdc
Add Quick Send Quote / Invoice to replicate the old single click to Send Email
2026-08-28 14:40:25 -04:00
johnnyq
68b15ca49b
Email Invoice Only shows Billing and Primary, Quote shows Important Billing, Primary and Technical contacts that can be selected
2026-08-28 13:43:51 -04:00
johnnyq
72e6f23e19
Send Email and Mark Sent modals for invoices and quotes (db 2.7.7)
...
Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST.
Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.
2026-08-28 13:31:22 -04:00
johnnyq
12ed62326a
Add Holiday / Closure Days to SLA to pause SLA timer on defined days, also has a US Holiday Importer
2026-08-27 17:58:02 -04:00
johnnyq
4e1d72e06d
Roll SLA email targets up to business days, escape priority, validate priority in the tickets API
2026-08-27 15:15:40 -04:00
johnnyq
ac175e7dc0
Add SLA response target to ticket created emails, with a call-in note on High and Urgent
2026-08-27 15:03:31 -04:00
johnnyq
069f587c1d
Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php
2026-08-26 23:38:23 -04:00
johnnyq
51c925522c
Remove thr web updater this is now either queued from the web or ran from the shell to update
2026-08-26 22:53:29 -04:00
johnnyq
806732c8f5
Display Phone number Country Codes
2026-08-26 14:19:32 -04:00
johnnyq
59cb772a7f
Revised the network info sidebar, added ip count, prefixed subnet IP in form, ajax check within network
2026-08-25 12:35:34 -04:00
johnnyq
1381add82b
Feature: Added network IPs section to document network IP and their hostnames
2026-08-25 12:19:02 -04:00
johnnyq
c84bb56bc7
Fix Generate readable passwords
2026-08-17 12:59:24 -04:00
johnnyq
35ddd1a64d
Feature: Designate a client record as your organization currently only provdes a direct link when you click company name in top of the side nav
2026-08-15 20:36:56 -04:00
johnnyq
6af0634f47
Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list
2026-08-15 19:55:40 -04:00
johnnyq
4c4c172f59
Feature: queued Updates which now eliminates the need for shell_exec from the webui, but if enabled you can still update from the webui the old way too
2026-08-15 16:41:42 -04:00
johnnyq
2375e69f2d
Update badge classes to bg
2026-08-15 13:00:41 -04:00
johnnyq
6fc94d9733
Migrated confirm modal to sweetalert2 lib
2026-08-14 17:38:21 -04:00
johnnyq
dc6b191eed
Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
2026-08-14 17:08:40 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
johnnyq
04991a0d79
Fix ticket schedule cancellation never cancelling the calendar event
2026-08-08 13:00:01 -04:00
johnnyq
db96766ab0
Fix Error on Scheduling Tickets, Fixed Zapcal Path
2026-08-07 12:44:56 -04:00
johnnyq
605c7811e4
Fix AI
2026-08-06 19:18:34 -04:00
johnnyq
942fe41b18
Apply further gating to client pdf export
2026-08-06 19:03:47 -04:00
johnnyq
64423cbefa
Fix Client PDF Export
2026-08-06 18:51:09 -04:00
johnnyq
b3744e9ed5
More sweeps to replace select * with actual returned column names dramatically reduces php memory usage and speeds up processing dramatically especially in the crons since they run all the time
2026-08-06 13:10:23 -04:00
johnnyq
ddd9c2b56a
clientScopeSql sweep whicn now removed the extra unessesary client joins
2026-08-06 11:45:56 -04:00
johnnyq
83383599a1
Add clientScopeSql helper for client-scoped list queries
2026-08-06 11:25:11 -04:00
